Representative, Solutions Center - Financial Services (Remote)
Core
Primary point of contact for customers, plan sponsors, and investment professionals, handling inbound service calls, resolving issues, and educating clients on financial products and regulatory requirements.
Role type
Customer service representative (financial services)
Builds
Customer support and education for Life, Annuity, and Retirement Solutions
Domain
Financial Services / Insurance / Retirement Planning
Deliverable
client delivery
Required skills
inbound call handling, product knowledge (insurance/annuities), regulatory compliance (FINRA), issue resolution, consultative expertise, documentation, tax/benefit education
Preferred skills
ChFC, CLU, Series 6, Series 63 licenses, finance/business degree
Technologies
CRM systems, policy management platforms
Responsibilities
Respond to incoming calls from investment professionals and members; interpret product changes and apply enhancements; document conversations to drive deeper relationships; educate customers on tax implications and benefits; resolve escalated issues with internal partners; adhere to FINRA and state/local laws
Seniority
Entry-level to Junior, individual contributor